LeConte Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Maryville, TN
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$153,057
Net value change ($000)
+3,312 (2.2%)
New positions
21
Sold out positions
10
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 1,329 15.3%
NVDA 720 15.7%
AAPL 560 13.7%
AVGO 483 21.6%
SO 467 NEW
GOOGL 446 33.0%
USHY 441 18.2%
GOOGL 390 44.6%
AMZN 336 16.9%
LRCX 258 NEW
Top Reduces (Value $000, Stocks/ETFs)
RSP -1,783 -7.5%
IJH -1,017 -12.6%
QQQE -955 -11.2%
VCLT -888 -8.6%
CIBR -673 -16.6%
VKI -453 -7.2%
SCHY -373 -5.7%
VGLT -327 -7.8%
MSI -318 -100.0%
OKLO -299 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type